Squar Milner Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Squar Milner Financial Services’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-15,517	Closed	-$1.89M	–	84
2020 Q2	$1.89M	Buy	15,517 +15,175	+4,437%	+$1.84M	1.07%	13
2020 Q1	$41K	Sell	342 -6	-2%	-$691	0.02%	378
2019 Q4	$38K	Sell	348 -11,810	-97%	-$1.32M	0.02%	435
2019 Q3	$1.48M	Buy	12,158 +10,986	+937%	+$1.23M	0.76%	27
2019 Q2	$129K	Sell	1,172 -338	-22%	-$36.2K	0.09%	234
2019 Q1	$161K	Sell	1,510 -370	-20%	-$38.7K	0.12%	192
2018 Q4	$196K	Hold	1,880	–	–	0.19%	138
2018 Q3	$190K	Hold	1,880	–	–	0.17%	159
2018 Q2	$193K	Buy	+1,880	New	+$191K	0.17%	165

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squar Milner Financial Services's IEF Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 15,517 shares — an estimated $1.89M sold.

Squar Milner Financial Services first reported a position in IEF in Q2 2018 and held it in 9 quarters. The position peaked at $1.89M in Q2 2020. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 15,517 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.89M.
Squar Milner Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $1.89M in Q2 2020.
655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.